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Lead, Strategic Finance - Enterprise Technology and Experience

MassMutual

Boston (MA)

On-site

USD 90,000 - 150,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a dynamic finance professional to join their Corporate Finance team. This role offers the chance to lead financial planning and forecasting, analyze business performance, and support strategic decision-making. You will work closely with senior leadership, providing insights that drive growth and profitability while enhancing financial reporting processes. If you have a strong background in financial analysis, excellent communication skills, and a passion for influencing strategic direction, this opportunity is perfect for you. Join a collaborative environment where your contributions will be valued and impactful.

Qualifications

  • 8+ years in FP&A or Technology Finance, with 3+ years in a senior leadership role.
  • Expertise in financial modeling, forecasting, and variance analysis.
  • Strong analytical and strategic thinking abilities.

Responsibilities

  • Lead annual budgets and long-term financial plans.
  • Analyze financial performance to identify trends and opportunities.
  • Collaborate with business partners to provide financial insights.

Skills

Financial Modeling
Forecasting
Variance Analysis
Strategic Thinking
Analytical Skills
Communication Skills
Leadership

Education

Bachelor's degree in Finance
MBA
CPA

Tools

Excel
Anaplan
Adaptive Insights
SAP
Power BI
Tableau
MicroStrategy
Apptio Technology Business Management

Job description

ABOUT CORPORATE FINANCE:

At MassMutual, we're passionate about helping millions of people find financial freedom and this passion has driven our approach to developing highly interactive digital experiences for our customers.
As a member of Corporate Finance, you'll have an opportunity to join an engaged team of professionals who provide high-quality analysis and advice to the enterprise's leadership team and actively support both growth and profitability.

The Team
This role will be an important member of the Strategic Finance Business Partner ("SFBP") team, a group comprised of financial and actuarial professionals aligned to our life insurance and annuity business channels, operations,technology,and other organizations. Analyses and information regarding key performance measures and sources and quality in relation to targets and benchmarks at the channel, subchannel and product levels are used in partnership with the client areas to inform decision making and support broad enterprise planning. Key regular topics include competitiveness, sales targets, performance against key metrics, and incentive plan targets.

SFBP team members are motivated by the opportunity to apply their knowledge, experience, and communication skills to influence the strategic direction and performance of their client areas and the enterprise as a whole.

The team shares best practices, approaches, and information weekly, working closely with all areas of Corporate Finance to bring holistic CFO support to clients, influence Corporate Finance priorities and communications, and maximize CFO efficiency and operational performance.

RESPONSIBILITIES:

Financial Planning & Forecasting:
• Lead the development of annual budgets, long-term financial plans, and periodic forecasts.
• Provide financial modeling and scenario analysis to guide business decisions and develop business cases.

Business & Performance Analysis:
• Analyze financial and operational performance to identify trends, risks, and opportunities.
• Develop and track key performance indicators (KPIs) to drive business efficiency.
• Assist in preparation of monthly, quarterly, and annual financial reports for senior leadership.

Strategic Decision Support:
• Partner with business partners to provide financial insights that support growth and profitability.
• Evaluate investment opportunities, cost-saving initiatives, and strategic projects.
• Participate in financial due diligence for M&A and other strategic initiatives.

Process Improvement & Financial Systems:
• Enhance financial reporting processes and drive automation initiatives.
• Implement best practices for budgeting, forecasting, and financial analysis.

Leadership & Stakeholder Management:
• Lead and mentor a financial analyst.
• Collaborate with Finance colleagues and Business partners.
• Present financial insights and recommendations to SFBP Head of ETX & GBS.

Qualifications & Skills:
• Education: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• Experience: 8+ years in FP&A, Technology Finance, or related roles, with at least 3 years in a senior leadership position.

Technical Skills:
• Expertise in financial modeling, forecasting, and variance analysis.
• Strong proficiency in Excel, financial planning software (e.g., Anaplan, Adaptive Insights), and ERP systems (e.g., SAP).
• Knowledge of business intelligence tools (e.g., Power BI, Tableau, MicroStrategy) is a plus.
• Knowledge of Apptio Technology Business Management tool is a plus.

Soft Skills:
• Strong analytical and strategic thinking.
• Excellent communication and presentation skills.
• Ability to influence and partner with senior leadership.
• Strong leadership and team management abilities.

#IZ-LI1
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
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